Shopify to Capsule CRM

Shopify to Capsule CRM

Connect Shopify to Capsule CRM like Magic

How to Use Magical to Transfer Data from Shopify to Capsule CRM

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Transfer Data from Shopify to Capsule CRM: A Step-by-Step Guide

With Magical, you can transfer data from Shopify to Capsule CRM in seconds — no complex integrations or code required. In this post, we'll discuss what Magical is, how to install it, and how to use Magical to transfer data from Shopify to Capsule CRM, helping you streamline your customer relationships, contact management, and email marketing.

What Shopify data can you transfer?

Magical enables you to transfer a wide array of data from Shopify to Capsule CRM. Here are some examples of the information you can extract:

Product Name
Product Description
Price
Inventory Count

And move more types of information by creating your own custom labels.

How to Transfer Data from Shopify to Capsule CRM using Magical?

Now that you have the Magical Chrome extension installed, let's discuss how to transfer data from Shopify to Capsule CRM for more efficient customer relationship management. Follow these steps:

  • Sign in to your Shopify account and open the page containing the data you want to transfer.

  • In Shopify, label the information you want to transfer with Magical, like Product Name, Product Description, Price, or Inventory Count.

  • Sign in to your Capsule CRM account and open the record where you want to add the Shopify data.

  • Type "//" in an empty field and select the information you want to transfer from Shopify such as Product Name, Subscription Status, etc.

  • The next time you fill out a record, Magical will automatically transfer all the fields into the form with one click.

About Shopify and Capsule CRM

Efficient and accurate data transfers of contacts from your online store to your CRM is crucial to maintaining smooth customer relationship management. Shopify is an ecommerce platform for online entrepreneurs. Capsule CRM is a customer relationship management (CRM) web platform that helps you stay organized and build strong relationships with your customers. By leveraging Magical, you can easily move information from Shopify to Capsule CRM, allowing you to focus on growing your business.

Other ways to connect Shopify and Capsule CRM

Using Zapier

Zapier provides a seamless connection between Shopify and Capsule CRM, allowing for automatic data transfer between the two platforms without the need for coding. This integration offers a variety of triggers and actions, enabling you to automate workflows and save time

Using an API

An additional approach to integrate Shopify and Capsule CRM is by directly utilizing their APIs. By integrating both APIs, you empower sales and support teams with real-time customer insights, fostering improved communication and a superior customer experience. To employ this method, refer to their respective API documentation.

Common Questions

WHAT IS MAGICAL

Magical is an agentic AI platform that deploys AI Employees to handle complex, end-to-end workflows across your systems—without APIs, integrations, or engineering lift. Instead of simple data extraction, Magical’s AI understands your workflows, navigates interfaces, makes decisions, and completes tasks just like a trained team member would.

Whether it’s moving data between applications, verifying information, completing multi-step processes, or monitoring queues, Magical automates work reliably and transparently. You can watch every click, see every decision, and trust that your AI Employees are completing work with accuracy, speed, and full auditability.

HOW TO INSTALL MAGICAL

The first step is to book a demo. Our team will walk you through how Magical’s AI Employees work, what’s possible for your organization, and where automation can have the biggest impact.

After the demo, you’ll be paired with a dedicated AI Deployment Engineer who will guide you through setting up your first automation. Most teams go live in about a week—no integrations, no IT lift, and no lengthy configuration. Just a clear workflow, a quick build, and your first AI Employee up and running.

Ready to automate with Magical?

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